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Global recessions fears (pro: inflation/defensive stocks), and a weakening US$ is what is really driving MOS,POT & Co.
Mar 27 22:02 pm
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All Comments by Mr. Peanuts »Russia-India Deal a Boon for Potash [View article]
Sure that on a global scale there is strong demand and thin supply for fertilizer, but THE MARKET is looking at the two points I mentioned above, which equals to momentum, not business deals with India and what not.
The price hikes per tonne is nothing new. It is actually old news. The analysts I know of are not "behind the curve". It is the blind retail speculation that is ahead of it.
Look to a weakening US$ for price appreciation opportunities in MOS & POT; not China's expected per tonne transaction.